Assumed Knowledge
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Compare your reporting requirements against Readysell's standard reports. The standard reports have a reportid on the left hand column of the reports lists. All of the standard reports are explained in the key reports lists. .
Note that cash centric reports like the bank depost report and the zread reports may not balance to sales reports. The reasons being:
- Zread reports are about a subset of all transactions on particular workstations. They don't necessarily include all sales in every case
- Cash transactions do not always relate to sales. For example a prepayment/deposit on a sales order is not a sale. The sale happens when the shipment extracted from the sale order is completed/invoiced. So the zread will show the cash from the deposit today, while the sales report will show the value of the sale on some future date, when the sale is completed.
Note that sales reports are normally based around invoices. Shipments of goods may not be invoice right away. So there can be a difference between reports on sales and actual shipments. The reason why sales reports are generally based on invoices is that you can prove and balance invoices vs sales reports if the sales reports are based on invoices. Readysell users frequently want the confidence of being able to balance invoices to sales reports and to general ledger. Basing sales reports on sales shipment is helpful in some cases, but puts you in a position where it is much more difficult to balance key figures in your system.
Video Training
(Before using any videos, don't get stuck with viewing a tiny image, see How To Play Videos )
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| * | Best Practice Guide - Reportspractice checklist reports | If you are the project manager. Consider the business benefits you can get through reports | |||||||||||||||||
| * | Best Practice Guide - Report Implementation | If you are the project manager. Consider the best standard reports to use in your business. The standard reports can handle almost all your reporting requirements. There will be some managment reports that you want that are not in the system. See analysis reports below to see how you can handle those reports for yourself. | |||||||||||||||||
| **** | Analysis Reports | Your project manager and possibly other key power users should know how to use analysis reports. Analysis reports can answer about 90% of your custom management reporting requirements. |
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| * | Form Reports | If you are the project manager, consider learning more about form reports. Form reports are the workhorse of the reporting system. They cover all you standard external reports such as sale invoices, purchase orders, labels etc. This is optional, you probably can regard this as further reading, not critical to your implementation. | |||||||||||||||||
| * | List Reports | If you are the project manager, consider learning more about list reports. List reports allow you to construct lists that don't exist on the navigation menu. List reports exist to fill in any gaps in the lists on the navigation menu. They are probably the least used form of reports. This is optional, you probably can regard this as further reading, not critical to your implementation. |
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